Plan Snapshot
- Plan Sponsor: Pacific Landscape Management, INC.
- Sponsor EIN: 931312472
- Sponsor Address: 7997 NE WALKER ROAD, HILLSBORO, OR, 97124
- Plan Type: 401(k)
- Total Participants: 490
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 490 | $8.2M | $422,223 | $925,435 |
| 2023 | 421 | $6.7M | $416,767 | $1.0M |
| 2022 | 398 | $4.6M | $304,673 | $730,418 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $17,109 | — | $17,109 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,109
- Estimated Expense Ratio: 0.208% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,110 | — | $15,260 | — | — |
| 2023 | $11,711 | — | $10,775 | — | — |
| 2022 | $8,497 | — | $7,897 | — | — |